Related topics and other people speaking on it

We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Michael Olson is associated, including Apple and U.S.. Most recently, Michael Olson has been quoted saying: “We recommend owning Apple on potential for a strong overall iPhone cycle, rising ASPs and a favorable services revenue trajectory.” in the article Buy Apple because more expensive $1, 000 iPhone X will boost its profit: Analyst.

Automatically powered by

Related topics and other people speaking on it

Michael Olson quotes

While not anticipated by us, we believe any 'hiccups' in Jun results, would be glossed over as investors focus on the upcoming iPhone launch. We do not expect investors will be overly unnerved by an outlook that is slightly below consensus, given the widespread news flow around potential for next gen iPhone delays.feedback

So, our expectation here is an in-line June quarter. For the September quarter, there could be a little bit of a downside in the guidance relative to where the Street is. So basically what's happening is ... where there's smoke, there's fire. People have seen enough rumors about potential for the iPhone to launch later than expected.feedback

We believe that WFM will accelerate Amazon's pursuit of grocery delivery and other fulfillment methods, which will necessitate a significant distribution buildout. While we think this is the right decision for shareholder value, it creates near-term margin headwinds.feedback

We continue to believe that Amazon is the best positioned large cap internet platform for the next 5+ years and are raising our price target. Proprietary analysis of Google search trends from our PJC Data Analytics platform indicates Amazon retail growth will likely see little to no deceleration in Q2'17.feedback

Management has suggested there is an opportunity to drive higher player engagement and monetization from existing titles, creating ongoing 'live services. As a result, Zynga has no plans to enter new genres, but will focus resources on existing titles, with an occasional new game in currently served categories.feedback

We have confidence in management as most of the key players have come out of Electronic Arts and are following the same turnaround playbook that EA successfully implemented. 2017 will be a year of monetizing existing games through live services, while continuing to right-size expenses.feedback

While our Netflix EPS estimate is above consensus for 2020, it implies market penetration and contribution margin levels well below where domestic was at that stage in its lifecycle, suggesting we, and the Street, may be modeling 2020 profitability too low.feedback

It's highly unlikely that Netflix will be at 51% int'l (penetration of broadband HHs) share by end of 2020, but we would also argue that a 35ppt difference in penetration between the two markets at that point in their respective life-cycles appears large. While int'l may not attain similar margin & penetration levels by 2020, we increasingly believe assumptions appear overly conservative.feedback

The pessimism among investors is largely based on perception that potential iPhone 7 buyers are holding out for the 10th anniversary device in Sept (iPhone X). Our survey of 1,000 U.S. iPhone owners suggests most are not aware of the potential for a 10th anniversary device with more significant upgrades later this year.feedback

Despite the services revenue – which is a great, high-margin business, growing nicely – we don't have margins expanding. Because we do think there could be increased expenses related to local manufacturing in the U.S.feedback

Based on our survey, we believe un-grandfathering of subscribers on a lower priced subscription will have minimal impact on the overall sub base. Regarding future price increases, while we wouldn't expect another domestic price increase in the next two years, it appears Netflix has runway to push pricing higher.feedback

Definitely alternative locations are a growing category. However, I think it's still too early to say whether or not it's growing because it's taking share from traditional hotel bookings or whether it's just the overall category of online travel bookings.feedback

We're bumping up against the law of large numbers domestically. Huge international quarter, and international is what investors are most excited about. But at the same time, you can't ignore a saturation point that we may be inching closer to domestically.feedback

Our 2020 year-end subscriber estimate of 164 million worldwide assumes 64 percent domestic and 19 percent international share of broadband subscribers (excludes China from addressable base). While this level of penetration (domestically) is higher than most comparative subscription entertainment products, we believe the content/value ratio offered by Netflix is, and will continue to be, higher than other relevant comparative offerings.feedback

We believe Netflix is well positioned to have over 100 million international subscribers by 2020, along with ongoing operating margin expansion as the company spreads content and marketing spend over a growing installed base.feedback

We surveyed >400 U.S. iPhone users and found that 16 percent expect to upgrade to a new iPhone this Fall, compared to 15 percent last year, while 24 percent will 'maybe' upgrade vs. 29 percent last year. We also found that the % of iPhone users on a version two years or older (at time of upgrade) is almost identical (66% vs 67%) compared to our 2016 survey.feedback

Anyone who wants to compete directly with Netflix or the full spectrum of competitors who are getting into this space had better be ready for a long, hard fight and have very deep pockets. They have the money to spend on content, and they already have huge direct-to-consumer user bases and traffic. Disney served its purpose.feedback

While this will be a negative headline for Netflix, we expect the actual impact on the subscriber base to be minimal. There is no question Disney content was a 'nice to have,' but we believe Netflix can find ways to re-allocate … to create similarly engaging (and more exclusive) content for its subscriber base.feedback

International growth is clearly the primary focus of NFLX investors; one of the most consistent concerns we hear, regarding ongoing growth potential, is the challenge the service will face gaining adoption in lower income markets. Our analysis suggests that Netflix can reach 100M international subs by 2020, with zero or very minimal penetration in lower income international markets.feedback

The outlook implies that fears of an iPhone X launch delay, and/or limited availability of the device, may have been overblown. We recommend owning AAPL due to growing anticipation around iPhone X and a favorable trajectory for services revenue.feedback

Most quoted people

As commander-in-chief, I have no greater responsibility than leading our men and women in uniform; I have no more solemn obligation sending them into harm's way. I think about this every time I approve an operation as president. Every time, as a husband and father, that I sign a condolence letter. Every time Michelle and I sit at the bedside of a wounded warrior or grieve and hug members of a Gold Star Family.

I was running down the stairs in heels with a cup of coffee in hand, I was talking over my shoulder and my heel caught and I fell backwards. I tried to get up and it really hurt. I've broken my toe. I've received excellent care from your excellent health service.